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Tax Preparation and Planning Services In Fairfax, VA

Feeling lost in the maze of tax planning near Fairfax, VA? We can help! Our experienced tax professionals simplify the process for businesses of all sizes. We maximize your deductions, minimize your tax burden, and ensure you're fully compliant. Our team is dedicated to taking the stress out of your finances and helping you keep more of what you earn.

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    40+ Professionals


    30+ Years of Experience


    6000+ Happy Clients

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    4.7/5 Rated On Google

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    98% Client Retention Rate

    Expert Guidance for Personalized Tax Planning & Preparation

    At Sareen & Associates, we go beyond crunching numbers. We take a client-centered approach, listening attentively to your concerns and guiding you throughout. Our team of certified tax professionals tailors solutions to your unique situation, helping you keep more of your hard-earned money. We're not just about tax preparation - we're your trusted partner in achieving your financial goals. Trust Sareen & Associates as your dependable ally in Fairfax, VA.

    Types of Accounting and Book Keeping Services

    Types Of Tax Planning & Preparation Services

    Our tax planning and preparation services span different areas in order to create tailored solutions that meet your specific circumstances and aspirations. In the search for all the tax savings opportunities, leaving no stone unturned, we cover the full spectrum of personal tax planning and preparation, along with business tax compliance and international tax strategies.

    For Individuals:

    • Personal income tax filing
    • Retirement planning
    • Estate and inheritance planning
    • Education tax strategies
    • Charitable donation tax deductions

    For Businesses:

    • Corporate, partnership, and LLC tax filing
    • Business structure and reorganization planning
    • Tax-efficient mergers, acquisitions and investments
    • International and cross-border tax strategy

    Additional Services:

    • Estate and Gift Tax Planning
    • Real Estate Tax Mitigation
    • Non-Profit and Tax-exempt Organization Filing
    • Audit Defense and Tax Dispute Resolution
    • State and Local Tax Compliance
    • Tax Credits and Government Incentives

    The Key Benefits of Tax Planning And Preparation Services

    Key Needs Addressed by Tax Planning and Preparation Services

    Our tax planning services in Fairfax, VA are designed to meet critical needs such as simplifying compliance, identifying opportunities for savings, avoiding penalties, and offering strong audit defense—all aimed at significantly reducing financial stress for our clients.

    • Expert Guidance on Complex Tax Codes: Keeping pace with the ever-evolving tax laws, brackets, deductions, and local regulations can be daunting without specialized expertise.
    • Tailored Tax Minimization Strategies: Recognizing the unique aspects of each financial situation, we craft personalized strategies to legally minimize tax obligations. Our tax professionals tailor recommendations to align precisely with your specific financial objectives.
    • Prompt and Accurate Tax Document Preparation: Adhering to strict filing standards and deadlines is essential to avoid penalties. Our professionals ensure timely and compliant filing to safeguard your financial interests.
    • Tax Advice for Major Financial Changes: During significant life events such as marriage, starting a business, or inheritance, clients rely on our updated tax advice and effective planning strategies.
    • Representation During Tax Audits: Engaging an expert to represent you during IRS audits provides peace of mind and enhances the likelihood of achieving favorable outcomes.
    • Proactive Long-term Tax Planning: Forecasting future tax liabilities aids in making informed decisions about investments, corporate structures, estates, and more.
    • Impartial Third-Party Tax Analysis: As neutral third parties, our tax planning experts uncover overlooked deductions and strategies, offering unbiased recommendations that are not influenced by commissions.

    Who Benefits from Tax Planning and Preparation Services:

    Nearly every individual and business can benefit from impartial tax preparation services near Fairfax, VA tailored to their financial profiles. The tax savings and compliance justify the investment in services from Sareen & Associates, Inc.

    • For New Businesses: Expert guidance on entity formation, payroll taxes, deductions, credits, and quarterly filings ensures a smooth start and minimizes future challenges.
    • For Self-Employed Individuals: Assistance with navigating intricate deductions, self-employment taxes, and compliance ensures maximum tax efficiency and peace of mind.
    • For Day Traders: Managing tax implications from frequent securities transactions is crucial for compliance and strategic financial planning.
    • For Families with Young Children: Accessing available credits and deductions accurately is crucial for optimizing financial support for dependents.
    • For Retirees: Managing complex retirement tax rules ensures the preservation of wealth during income transitions and promotes financial security.
    • For Luxury Asset Owners: Effective tax management for assets like rental properties and second homes helps maintain wealth and complies with tax laws effectively.

    Documents Required For Tax Preparation and Planning Services

    Here are the key documents clients should gather to maximize effectiveness of tax preparation and planning services:

    Personal Tax Documents:

    • W-2 forms for all employers during the tax year
    • 1099-G forms for unemployment income
    • SSA-1099 forms for social security benefits
    • 1099 forms for any investment/side income
    • Receipts for educational, medical, charitable and other deductions
    • Prior year tax returns
    • Government-issued photo ID

    Business Tax Documents:

    • Entity Formation Documents
    • Prior Year Business Tax Returns
    • Profit/loss Statements
    • 1099-MISC Forms Issued to Contractors
    • Receipts for Qualified Business Deductions
    • List of Assets Bought and Sold
    • Payroll Records and W-3 Transmittals
    • Receipts for business-related expenses
    • Mileage logs

    Also Beneficial:

    • Personal Financial Statements
    • Divorce decrees or separation agreements
    • Escrow closing statements for home/property purchases
    • Wills and trust documents
    • Insurance policies
    • Details on cryptocurrency transactions

    By gathering these applicable tax forms and supporting financial data points, taxpayers enable tax preparers to provide maximum insight and optimize both compliance accuracy and money saved. Complete information allows customized guidance.

    Our Process

    With a commitment to accuracy, efficiency and client satisfaction, we have streamlined a process that ensures clarity, compliance and financial management at its best.



    Initial Consultation



    Document Collection



    Data Analysis And Organization



    Interpreting Financial Performance And Trends



    Ongoing Support And Review

    Why Choose Sareen Tax?

    Sareen & Associates has been helping businesses in Fairfax, VA thrive since 1993. We offer a complete range of accounting and bookkeeping services, all tailored to your specific needs. No more juggling multiple providers – we handle everything, giving you the peace of mind to focus on running your business.

    • Skilled Professionals - Our team comprises of exceptional skill set with a wealth of expertise in accounting and bookkeeping needs,
    • Extensive Experience - With years of experience in addressing issues like yours, we provide you confidence and assurance that drives your business growth.
    • Comprehensive Services - We provide a range of services corresponding to your small
      business or mid sized corporations, all under one roof.
    • Diverse Expertise- We are a team of accountants, bookkeepers, tax administrators, CPA’s and more ensuring all your needs are met without the hassles of navigating complexities.
    • Proactive Approach - With our monthly operations, paperwork remains manageable and you never fall behind, ensuring smooth and efficient business operations.


    Our Core Competencies

    Meet our team


    Client Opinions & Reviews

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    “I can’t thank Sareen Tax enough for their exceptional service. From individual returns to business tax planning, they’ve been an invaluable partner. Transparent pricing and expert advice – a truly reliable tax service!”

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    “Sareen Tax Services has been our go-to for years. Their expertise in complex tax matters and dedication to client satisfaction are unmatched. Timely filing, personalized strategies – they deliver results!”

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    Mary R.

    “Choosing Sareen Tax was a game-changer for my small business. Their knowledgeable team provided invaluable guidance, ensuring compliance and maximizing deductions. Trustworthy and reliable – a top-notch tax service!”

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    “Sareen Tax Services exceeded my expectations! Their attention to detail and personalized approach to tax planning saved me money and eliminated the stress associated with tax season. Highly recommend!”

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    Navigating Complexities With Expert Precision

    Today’s businesses, no matter the size or industry, need expert financial guidance. That’s where Sareen & Associates comes in. We provide customized accounting and bookkeeping solutions for businesses in all sectors, from established industries to cutting-edge startups.

    • Communications
    • Cleaning services
    • Automotive
    • Technology
    • Contractors
    • Construction
    • Home Health Care
    • Franchises
    • Government contracting
    • Hotels/motels
    • Import/export
    • Logistics
    • Lawn & landscape
    • Restaurants

    Areas We Serve


    Frequently Asked Questions

    Distinctive tax services offered by most providers include income tax preparation, planning, and consultation for individuals and businesses, estates, trusts; taxation, IRS representation; and international tax advisory.

    Ideally, tax planning should be an ongoing process running through the whole year since the most effective tax-saving measures have to be exercised before the end of the fiscal year.

    The tax advisors look at your specific financial circumstances and come up with legal strategies that will reduce your tax liability, e.g. maximizing deductions, credits and deferring income, whenever possible.

    Of course, tax professionals can represent you at IRS audits, appeals, and conflicts, acting as your advocates and providing you with expert advice from the beginning to the end.

    The usual documents generally comprise income statements, investment statements, receipts of deductible expenditures, and other financial documentation.


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